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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

4 Key Steps to Become a Trusted FP&A Business Partner
partnering
April 28, 2021
FP&A Tags:
FP&A Business Partnering, FP&A Skills, FP&A Team Building, FP&A Storytelling

By Wai Yee Tsang, Senior FP&A Professional

Every FP&A professional has an active role to play in business partnering, supporting the leadership team to aid decision making. To enable this, the FP&A team must be positioned to inform the future impact of decisions that are being made now. This requires understanding what the company’s strategy is, where the company is heading, what part your business unit/function play to get there and what are the KPIs on which they are being measured.

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Formula for Successful Deployment of Intelligent FP&A
intelligent FP&A
April 27, 2021
FP&A Tags:
FP&A Technology, FP&A Transformation, Financial Planning and Analysis

In this 7-minute presentation, Rodolphe Aubin argues that FP&A transformation should be seen as an opportunity to generate much more value for the business rather than a threat. What is the formula to successfully deploy intelligent FP&A?

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FP&A Trends Digest: Issue #36
FP&A Trends Digest
April 24, 2021

This FP&A Trends digest will share advice on how you can improve your financial modelling skills and also on how your FP&A can make their forecasts more influential. Furthermore, we would like to invite you to an engaging online conference that will take place in mid-June and will be dedicated to the new trends and innovations happening in FP&A.

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The Role of FP&A in Closing the Strategy Execution Gap
strategy
April 22, 2021
FP&A Tags:
Digital FP&A Events Insights

By Simone da Silva Collins, Senior Financial Analyst at Sony

Although there have been a large number of publications on the topic of strategy, only a small number of business leaders are confident that they can achieve 80% or more of their strategic goals. Why is this the case and how do we tackle this gap?

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Future Meetings

  • Digital
  • In person
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
FP&A Roles Reimagined for the AI Era: Leading Finance Transformation

November 4, 2026

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